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Join nowLet me guide you on how to change the downloaded transaction to expense, terry29.
We can go to the For Review tab and link the transaction to an expense account.
Here's how:
For more details about categorizing downloaded bank transactions, please refer to this article: Assign, categorize, edit, and add your downloaded banking transactions.
You can also edit the transaction once you added them to your register. Just follow the steps in this article: Find, review, and edit transactions in account registers. Then, go to Step 2: Edit a transaction section.
I've got a link here that provides you with articles about managing your bank transactions: Find help with bank feeds and reconciling accounts.
Fill me in if you need a hand with reconciling your bank accounts or any QuickBooks Online related. I'm glad to help.
I would like to be able to do this in bulk, rather than 1 by 1...extremely time consuming & inefficient.
How can I stop EFT receipts from being categorized automatically as "TRANSFERs", when they should be "ADDs"?
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